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Connect PracticePanther integrations

Govern your firm's legal matters, billing records, and client files inside PracticePanther. Connecting this practice management software to our workflow automation tool lets you instantly register fresh contacts, log billable hours, and sync calendar deadlines across your external databases. Sign up for free today to build your first automated legal pipeline.

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Build your PracticePanther integrations.

Modern law firms and legal professionals require maximum efficiency to manage cases, billing, scheduling, and client relationships, which is why optimizing your digital tech stack is absolutely crucial for long-term growth. By utilizing the advanced features of Make, you can quickly connect PracticePanther with thousands of other essential business tools to build powerful, custom workflows that run automatically in the background. Automating your legal practice management software eliminates time-consuming manual data entry, reduces costly administrative errors, and ensures that your client intake, document preparation, and invoicing processes are perfectly synchronized across your entire ecosystem. Whether you want to sync contact details with your marketing platforms, trigger instant team notifications in your communication channels when a new matter is created, or automate financial reporting in your accounting software, Make provides the intuitive, no-code environment needed to design these complex operations without writing a single line of code. Elevate your productivity, recover valuable billable hours, and experience the power of modern business automation today by signing up for Make to integrate PracticePanther and transform how your practice operates.

PracticePanther
Create a Bank Account

Creates a bank account.

Action
PracticePanther
Create a Call Log

Creates a call log.

Action
PracticePanther
Create a Matter

Creates a matter.

Action
PracticePanther
Create a Note

Creates a note.

Action
PracticePanther
Create a Relationship

Creates a relationship.

Action
PracticePanther
Create a Task

Creates a task.

Action
PracticePanther
Create a Time Entry

Creates a time entry.

Action
PracticePanther
Create an Email

Creates an email.

Action
PracticePanther
Create an Event

Creates an event.

Action

Connect any app with PracticePanther

Popular PracticePanther workflows.

Connect PracticePanther to your daily apps using Make. Automate legal billing, sync client info, and optimize your workflows.

Save Time and Automate Your Firm by Integrating PracticePanther

Connect PracticePanther with Make to automate your client onboarding, sync important case files, and track billing. Keep your team aligned and eliminate manual data entry.

Automate client onboarding

Instantly create new contacts and cases in PracticePanther whenever a prospect fills out a form on your website.

Simplify document management

Automatically sync case files and legal documents between PracticePanther and your favorite cloud storage platforms.

Streamline billing and tracking

Keep your accounting tools updated and send automatic notifications the moment an invoice is created or paid.

Keep deadlines in sync

Automatically mirror PracticePanther tasks and court dates onto your team’s shared calendars and project boards.

FAQ

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.

How it works

Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.

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